Vekevia E. Tillman-jones
Professional summary
Vekevia Eltavice Tillman-jones, CFP®, who also goes by Vekevia Eltavice Tillman, Vekevia E Tillman, is a registered financial advisor currently at REAL LIFE PLANNING located in Ocoee, Florida.
Vekevia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Vekevia has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Vekevia Eltavice Tillman-jones's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 8, 2024 - Present
REAL LIFE PLANNING
September 20, 2019 - January 4, 2022
FACET
November 30, 2012 - August 25, 2016
SCHWAB WEALTH ADVISORY, INC.
November 4, 2011 - August 25, 2016
CHARLES SCHWAB & CO., INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/8/2024)
(8/13/2024)
(8/8/2024)
(8/8/2024)
(8/8/2024)
Exams
Current Firm
REAL LIFE PLANNING
CRD#: 304695 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 56 |
| AUM (Assets Under Management) | $ 7,506,536 |
Red Flags
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